Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>Exposure levels and ownership reaches record highs for active GEM funds in GCC countries, yet 30% of funds remain without exposure.</li>
<li>Saudi Arabia and the United Arab Emirates dominate the ownership picture, with both at record high investment levels, driven by the Financials and Real Estate sectors</li>
<li>Al Rajhi Bank is the most widely held stock, with a top tier including Emaar Properties and Aldar Properties surging to record levels of investment in 2024.</li>
</ul>


Exposure levels and ownership reaches record highs for active GEM funds in GCC countries, yet 30% of funds remain without exposure.
Saudi Arabia and the United Arab Emirates dominate the ownership picture, with both at record high investment levels, driven by the Financials and Real Estate sectors
Al Rajhi Bank is the most widely held stock, with a top tier including Emaar Properties and Aldar Properties surging to record levels of investment in 2024.


EM Fund Positioning: GCC a Key Focus for EM Investors in 2025

<ul>
<li>2023 Marks a Pivotal Year with EM Investors Significantly Increasing Holdings in the Saudi Market.</li>
<li>Despite Growing Interest, the Saudi Market Still Presents Ample Room for Broader Investor Engagement.</li>
<li>Saudi Arabia Remains Comparatively 'under-Owned' in Relation to Its Asian and LATAM Peers.</li>
</ul>


2023 Marks a Pivotal Year with EM Investors Significantly Increasing Holdings in the Saudi Market.
Despite Growing Interest, the Saudi Market Still Presents Ample Room for Broader Investor Engagement.
Saudi Arabia Remains Comparatively 'under-Owned' in Relation to Its Asian and LATAM Peers.


Saudi Arabia Special Report: A Tipping Point in EM Equity Allocations

Saudi Arabia

Arabian Internet and Communications Services Company, doing business as Solutions by STC, provides information technology services. The Company provides cybersecurity and system integration, connectivity and managed services, business outsourcing, cloud, and IoT digital solutions. Solutions by STC serves public and private sectors in Saudi Arabia.

Arabian Internet & Communica (SOLUTION AB)

Price Gauge
52-week Range	0.00 - 0.00
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Arabian Internet & Communica (SOLUTION AB)

EM Fund Positioning: GCC a Key Focus for EM Investors in 2025

Record high exposure and ownership levels for active GEM funds in GCC countries, led by Saudi Arabia and the UAE. The region promises to be a key...

Steven Holden

Saudi Arabia Special Report: A Tipping Point in EM Equity Allocations

EM investors significantly increase holdings in the Saudi market, but Saudi Arabia remains comparatively 'under-owned' in relation to its Asian and...

Steven Holden

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

EM Fund Positioning: GCC a Key Focus for EM Investors in 2025

​Record high exposure and ownership levels for active GEM funds in GCC countries, led by Saudi Arabia and the UAE. The region promises to be a key...

Steven Holden

Saudi Arabia Special Report: A Tipping Point in EM Equity Allocations

EM investors significantly increase holdings in the Saudi market, but Saudi Arabia remains comparatively 'under-owned' in relation to its Asian and...

Steven Holden

Record high exposure and ownership levels for active GEM funds in GCC countries, led by Saudi Arabia and the UAE. The region promises to be a key...